Mark Anthony Adlam
Financial Adviser in Eastwood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235886
- Location
- Eastwood NSW 2122
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 11 December 2019
- First provided advice
- 2000
- Qualifications
- Taxation Law ACCT14873, University of New South Wales (1987); Bachelor of Commerce, University of New South Wales (1988); Diploma Financial Planning, Financial Planning Association of Australia (2002); Chartered Tax Adviser, The Tax Institute (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Anthony Adlam
Mark Anthony Adlam is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Eastwood, New South Wales (adviser number 000235886).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 11 December 2019.
According to the register, Mark first provided financial advice in 2000. Qualifications and training on file include Taxation Law ACCT14873 (University of New South Wales, 1987), Bachelor of Commerce (University of New South Wales, 1988) and Diploma Financial Planning (Financial Planning Association of Australia, 2002). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Mark Anthony Adlam a registered financial adviser?
Yes. Mark Anthony Adlam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235886.
Which licensee does Mark Anthony Adlam work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Mark Anthony Adlam give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."